Creator sentiment
3 creators · 3 views · past 7 days
Updated October 20, 2026
The bull case
- +Revenue grew 34% YoY and expects 52% growth next quarter.
- +Down 31% in the sell-off, trades at ~25x forward earnings.
- +Thinner margins (~40%) are a caveat, but optical networking is key for AI data centers.
- +Key player in optical networking interconnect layer, addressing data movement bottleneck in AI clusters.
- +Producing 80% more indium phosphide lasers than a year ago, on track to double output again.
- +First mover in co-packaged optics, with meaningful revenue expected within quarters.
- +Diversified revenue base of ~$7B and well-insulated from credit fallout.
- +Optical technology is becoming a major bottleneck, and demand doesn't disappear if Nvidia slows its investments.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 Dips Never Last. I'm Buying These Stocks NOW.
Revenue grew 34% YoY and expects 52% growth next quarter. · Down 31% in the sell-off, trades at ~25x forward earnings. · Thinner margins (~40%) are a caveat, but optical networking is key for AI data centers.
📹 4 AI Stocks to Buy After the Market Sell-Off!
Key player in optical networking interconnect layer, addressing data movement bottleneck in AI clusters. · Producing 80% more indium phosphide lasers than a year ago, on track to double output again. · First mover in co-packaged optics, with meaningful revenue expected within quarters. · Diversified revenue base of ~$7B and well-insulated from credit fallout.
📹 18 Stocks, ONE Could be the Next Nvidia
Optical technology is becoming a major bottleneck, and demand doesn't disappear if Nvidia slows its investments. · Nvidia committed to multi-billion dollar purchases and secured future capacity rights, a stronger signal than just buying the stock.